Diversiview

Diversiview

LENSELL
iLEVEL

iLEVEL

S&P Global
+
+

Related Products

  • Sharesight
    488 Ratings
    Visit Website
  • FundCount
    13 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • eToro
    27,868 Ratings
    Visit Website
  • KPI Fire
    27 Ratings
    Visit Website
  • Apryse PDF SDK
    100 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • CoinStats
    101,104 Ratings
    Visit Website
  • Project Insight
    100 Ratings
    Visit Website

About

Diversiview by LENSELL is a cloud based Portfolio Analysis and Optimization Software, that helps retail investors and investment professionals take their investment portfolios to the next performance level. With Diversiview, investors can: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; - view detailed, granular diversification at investment level; - view granular allocation including ETF break up (where ETFs are part of the portfolio); - last but not least, 4 options to optimize the asset allocation to achieve a certain goal, including: minimum risk portfolio, optimal portfolio and efficient portfolio positions from the Efficient Frontier. With Diversiview, investors can also backtest their investment strategy and benchmark its performance to major indexes or model portfolios.

About

Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Retail investors, Financial advisors, Financial planners, Investment professionals

Audience

General partners and limited partners across private equity, venture capital, real estate and private debt

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$99 AUD / 50 credit points
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

LENSELL
Founded: 2020
Australia
diversiview.online

Company Information

S&P Global
Founded: 1959
United Kingdom
ihsmarkit.com/products/ilevel.html

Alternatives

Alternatives

Allvue

Allvue

Allvue Systems
FolioSure

FolioSure

Acuity Knowledge Partners
Valere

Valere

Retransform
IMS

IMS

RealPage

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

5X
Blotout
Meltano
Persefoni
Sharesight
Singer

Integrations

5X
Blotout
Meltano
Persefoni
Sharesight
Singer
Claim Diversiview and update features and information
Claim Diversiview and update features and information
Claim iLEVEL and update features and information
Claim iLEVEL and update features and information